Claro Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Claro Advisors LLC

  • $540 Million
  • Q1 2024

A detailed history of Claro Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Claro Advisors LLC holds 4,029 shares of SCHV stock, worth $297,984. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,029
Previous 8,382 51.93%
Holding current value
$297,984
Previous $587,000 47.87%
% of portfolio
0.06%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$68.82 - $75.98 $299,573 - $330,740
-4,353 Reduced 51.93%
4,029 $306,000
Q4 2023

Jan 22, 2024
SELL
$61.16 - $70.24 $998,987 - $1.15 Million
-16,334 Reduced 66.09%
8,382 $587,000
Q3 2023

Oct 10, 2023
SELL
$64.45 - $69.39 $231,311 - $249,040
-3,589 Reduced 12.68%
24,716 $1.59 Million
Q2 2023

Aug 08, 2023
BUY
$63.33 - $67.21 $1.18 Million - $1.25 Million
18,594 Added 191.47%
28,305 $1.9 Million
Q1 2023

Apr 17, 2023
BUY
$62.59 - $69.3 $9,951 - $11,018
159 Added 1.66%
9,711 $636,000
Q4 2022

Mar 10, 2023
BUY
$64.27 - $69.24 $21,337 - $22,987
332 Added 3.6%
9,552 $630,000
Q4 2022

Feb 14, 2023
BUY
$64.27 - $69.24 $592,569 - $638,392
9,220 New
9,220 $608,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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